Financial Advisory Manager

Job Description

🎏 What you'll own

🧠  Financial Advisory

• Support airCFO’s clients by lending your expertise in startup finance to help with financial management, KPI tracking, board prep, fundraising, and anything else that comes with the territory of early-stage startup finance leader.

♻️  Financial Modeling

• Build out investor-grade, dynamic financial models & forecasts for our clients to support their strategic decisions such as fundraising, hiring, go-to-market strategy and scenario planning.

💚  Financial Planning

• Leverage airCFO’s library of financial planning tools to help clients build a comprehensive financial plan for management & investor relations.

🌱  Financial Analysis

• Analyze clients’ financial results and write up Executive reports to be presented to startup C-Suite team members, helping them better understand their financial outlook and convey their narrative to investors and team members.
• Identify & compile relevant KPIs to ensure companies are monitoring appropriately

🌈  Internal Initiative Support

• Assist airCFO team in building out our practice and developing new products
• Contribute on internal initiatives to help airCFO continue to grow

This role will start with an emphasis on execution and relationships and gradually increase their imprint on the strategic direction of the business.

We will always try to make room for you to take on projects or responsibilities that you are keen on, as long as it doesn't interfere with the main results you're responsible for — if you are e.g. interested in exploring talent acquisition by hiring for a role.

🏔️ Why join us?

📊 Support a portfolio of world-class founders

Our team members get the unique opportunity to work with a group of high-impact entrepreneurs on their quests to put a dent in the universe. We work with companies working on everything from ‘smart’ cancer treatments, to self-driving planes, to ethical artificial intelligence, and help them navigate the ups and downs of the startup journey.

🏅 Work with a team of supportive leaders & managers.

Our leaders know that managing successfully is the #1 part of their job. All of airCFO management, from Leadership down, is dedicated to making airCFO a place where employees are supported and developed into startup Finance & Accounting superstars.

🌍 Help build a best-in-class distributed work environment

airCFO was an early adopter of the 100% distributed organization, and we’re passionate about being recognized as one of the world’s best environments for empowering people to do their best work wherever they happen to be located.

 

Qualifications

📬 This role might be for you if...

... you've had the following experiences in your career:

• 4+ years’ experience working in financial analysis, investment banking, management consulting, or technology startups in a similar role
• 4+ years hands-on experience building & maintaining tools in Excel/Sheets; advanced data analysis, modeling & forecasting skills
• Exceptional written and verbal communication skills; able to simplify and explain complex financial issues and topics to clients
• Ability to prospect and market new services to existing and potential accounts
• Basic knowledge of GAAP
• Bachelor’s degree – Accounting or Finance preferred
• MBA and/or CPA preferred

... the following statements describe you:

• You’re not interested in working in a cubicle and you have a strong passion for working with startups.
• You’re an independent, initiative problem solver, and critical thinker with an entrepreneurial spirit and passion for tech startups.
• You won’t rest until our clients are 100% satisfied.
• You’re willing to roll up your sleeves and wear different hats when needed.
• You’re a sponge for learning new things. You'll be exposed to many business models, concepts, and leadership styles; learning that will serve you well no matter where your career takes you.
• You have the ability to be proactive and in-tune with client needs
• You posses strong written and verbal communication skills
• You have strong attention to detail

... you approach work in a way that emphasizes our values:

♥️ #CommitToDiversity

• Think outside the box: We consistently challenge our own biases & assumptions, looking for feedback from diverse groups of stakeholders
• Human-Centered: We celebrate the self-expression and uniqueness of team members, allowing everyone to bring their whole selves to work

👌 #TakeOwnership

• Founder’s Mentality: We provide peace of mind by making clients’ problems our problems
• Empathy over Ego: We seek to understand criticisms when they’re brought to us, to take ownership of our failures, and to always do what is right for our clients and each other.

🚀#AboveAndBeyond

• Helpfulness: Each day we ask ourselves, “How can I help make my coworkers’ / clients’ lives easier by taking an extra step?”
• Coach Mindset: We help our clients & teammates identify their own gaps by teaching them to ask the questions they don’t know to ask.

🙏#TransparencyAndCollaboration

• Default to Public: We promote open conversations and avoid back-door communication.
• Push vs. Pull: We act proactively to keep clients & teammates informed about progress on

🌈 Research shows that while men apply to jobs if they meet ~60% of the criteria, women and those in traditionally underrepresented groups tend to apply only if they check all boxes.

So if you think you have what it takes but don't meet every single point above, please still get in touch. We'd love to have a chat and see if you could be a great fit.

Additional Information

⁉️ Frequently asked questions

What is the interview process?

• Expect no more than 5 working days to get a response after you apply, and 48h for each step after (a ~2-3 week process overall). The steps in our hiring process are as follows:
• Complete our brief technical challenge that consists of a few prompts to measure technical skills
• First Round: 20-30 min Discovery call with a member of our People Operations team
• Second Round (with Finance team members):
• 30 min Startups & Finance Interview
• 30 min Cultural & Behavioral Interview
• Final Interview with Alex, COO
• Get an offer 🎉

What is the compensation package?

• $90-110K USD annually
• If you like the look of the role but the above isn't the range you're looking for, you can still apply.

 

What perks/benefits do you offer?

• 401(k) Plan
• Comprehensive medical, dental, and vision benefits to cover you and any dependents
• $1,000 Home Office Stipend to get you set up with everything you need
• Flexible PTO
• A monthly wellness stipend added to each paycheck
• Laptop of your choice when you are hired
• We also offer stipends for personal wellness, conferences, learning, and development.

 

☝️ *Note: Applicants will be subject to a background check and employment reference check at the expense of airCFO.

airCFO is an Equal Opportunity and Affirmative Action Employer. It is the policy of airCFO to not discriminate against any job applicant or employee based on age, race, religion, color, handicap, sex, physical condition, disability, sexual orientation, gender identity, national origin, or protected veteran status, or any other protected status. This policy includes but is not limited to the following: recruitment and employment, promotion, demotion, transfer, compensation, and selection for training including apprenticeship, layoff, or termination.

About the Company

⛰️ Our mission

Enabling startups to scale by building and implementing best-in-class financial systems and teams at each stage of the startup journey.

airCFO partners with the world’s most impactful startups, helping them to build their unique visions of the future. The founders & executives of these startups face all kinds of risks during their startup journeys: market risk, technical risk, execution risk, etc.

airCFO’s full-stack team of startup Finance, Accounting, People Ops & Tax experts helps them build & manage their back office to minimize compliance & financial risk, providing founders with peace of mind.

Join us & help build a world-class company for our employees & clients

At airCFO, we believe that startups are building the future each and every day. airCFO helps these startups shape the future by building their finance, tax & accounting functions to scale with efficient processes and tools that give insight into their financial performance. Our vision is to become the nation’s most respected financial partner for startups -- serving organizations from Silicon Valley to NYC.

Our approach has always been simple: hire great people, then enable those people to do impactful work sustainably.

🌠 Where you come in

In order to support our ongoing growth, we are hiring for a Financial Advisory Manager! If you have a passion for working with fast-growing tech startups and you want to enhance your knowledge and skills working with clients across a variety of industries, come and join our team of accounting and financial professionals.

This person will work directly with clients to help them build best-in-class finance functions and support their rapid growth trajectories. You’ll help build & maintain financial models that serve as a ‘source of truth’ for companies’ financial results & insights. You’ll serve as a key member of the Finance team, helping to enable our team members to do their best work and go above & beyond for clients.